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The following enhancements have been applied to shared services: Parent Site of a Shared Service The Share icon has been moved to its own column, allowing it to remain visible even when the service is collapsed. Logic has been updated t...
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The following updates were applied to the Surcharge Management screen: Import functionality has been added with support for CSV file format. The file must include the required columns listed below; the import will fail if any are missing, ex...
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Previously, when the service was updated to a monthly frequency and the service day remained the same, service records were not being generated. This issue has been resolved. Pathway: Customer Service (Accounts) > Edit Active Service ...
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An issue has been resolved in Edit Active Service that caused the previous service day(s) to be retained when a new service day was selected and saved. Pathway: Customer Service (Accounts) > Edit Active Service ...
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The logic for the Charge Code field in the Add/Edit Manual Charge screen has been updated to prevent charge codes without "Enable Manual Charge" set to "Yes" from appearing when using the field as a search box. Pathway: Setup > Se...
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An issue has been resolved that prevented the Bill Group filter in Invoice Notification Monitoring from limiting the displayed bill groups based on the selected Division filter. Pathway: Accounting > Invoice Notification Monitoring ...
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Last Updated: 06/16/2025
in Customer Portal Home
Pathway: Accounts > Contacts Grant contacts access to their customer portal account by following the process outlined below. Contacts can be added at either the site level or account level, depending on the level of access you want ...
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Last Updated: 06/16/2025
in Accounts Home Accounts Screen Pathway: Accounts > Search > Accounts The View Contacts tool, accessible in the Account Details section of the customer service screen, provides users the ability to add and edit contacts associated with accounts and sites. Adding an ac...
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Last Updated: 06/10/2025
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class A “Run Daily Auto Apply” setting is available in the Account Class setup, under the Status Management tab. When enabled, this runs once daily to automatically apply any unapplied payments, credits...
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The following scale setup applies to the various customer types processed at a landfill or transfer facility. For guidance on creating tickets and processing scale customers, refer to the Related Articles section at the bottom of this page. ...